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Construction firm (AU) · Operations
Operational Reporting Automations
THE PROBLEM
The daily ops report. The weekly cost report. The monthly board pack. Each one cost someone hours on the morning of the meeting, and when the team got busy, the reports just didn't go out.
THE APPROACH
Each report now runs itself on a schedule. The flow pulls the right Power BI exports, Dataverse data, and SharePoint inputs, packages them in the agreed format, and sends them to the right people on time. Owners get a 'something looks off' alert instead of building the report from scratch.
Outcome
REPORT PREPARATION TIME
BEFORE
Hours per cycle
AFTER
Auto-generated
fully automated
WHAT CHANGED
Reports arrive on the dot, every cycle, without anyone preparing them. Leadership stopped chasing decks the morning of meetings. The reports that used to be skipped under load now arrive whether the team is busy or not.
TECH STACK